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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

IMA Wealth, Inc.

Quarter ended Q3 2023 · Filed August 15, 2023 · Accession 0001455495-23-000003

Total Value
$389.2M
Positions
290
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (290)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524201652,910$34.2M8.78%
2SCHWAB STRATEGIC TR808524102282,311$14.6M3.75%
3INVESCO EXCH TRD SLF IDX FDIVZ593,641$12.2M3.14%
4ISHARES TR46435G250251,222$11.2M2.89%
5VANGUARD BD INDEX FDS921937835152,311$11.1M2.84%
6SCHWAB STRATEGIC TR808524508150,826$10.7M2.75%
7ISHARES TR46434VBD1413,697$10.1M2.59%
8J P MORGAN EXCHANGE TRADED F46641Q670173,485$8.1M2.08%
9SCHWAB STRATEGIC TR808524607181,720$8.0M2.04%
10APPLE INCAAPL40,456$7.8M2.02%
11MICROSOFT CORPMSFT22,957$7.8M2.01%
12SCHWAB STRATEGIC TR808524805184,770$6.6M1.69%
13INVESCO EXCH TRD SLF IDX FDIVZ344,422$6.5M1.68%
14PROCTER AND GAMBLE CO74271810940,524$6.1M1.58%
15INVESCO EXCH TRD SLF IDX FDIVZ294,569$5.9M1.52%
16DANAHER CORPORATION23585110220,832$5.0M1.28%
17ACTIVISION BLIZZARD INC00507V10957,944$4.9M1.25%
18AMAZON COM INCAMZN35,351$4.6M1.18%
19SCHWAB STRATEGIC TR80852430058,684$4.4M1.13%
20FASTENAL COFAST74,344$4.4M1.13%
21KNIGHT-SWIFT TRANSN HLDGS IN49904910477,284$4.3M1.10%
22VALERO ENERGY CORPVLO35,534$4.2M1.07%
23QUALCOMM INCQCOM34,989$4.2M1.07%
24INVESCO EXCH TRD SLF IDX FDIVZ182,919$4.1M1.06%
25NVIDIA CORPORATIONNVDA9,672$4.1M1.05%
26JPMORGAN CHASE & COVYLD27,524$4.0M1.03%
27EXELIXIS INCEXEL202,922$3.9M1.00%
28ONEMAIN HLDGS INCOMF88,469$3.9M0.99%
29DATADOG INCDDOG38,335$3.8M0.97%
30SPLUNK INC84863710434,837$3.7M0.95%
31PIONEER NAT RES CO72378710717,071$3.5M0.91%
32CROWDSTRIKE HLDGS INCCRWD23,523$3.5M0.89%
33EXACT SCIENCES CORP30063P10536,735$3.4M0.89%
34KINDER MORGAN INC DELEP-PC199,586$3.4M0.88%
35MERCK & CO INCMRK29,642$3.4M0.88%
36INGREDION INCINGR32,204$3.4M0.88%
37ZEBRA TECHNOLOGIES CORPORATIZBRA11,000$3.3M0.84%
38ONTO INNOVATION INCONTO27,868$3.2M0.83%
39FIRST TR EXCH TRADED FD III33739E108201,313$3.2M0.83%
40VISA INCV13,157$3.1M0.80%
41CINTAS CORPCTAS6,200$3.1M0.79%
42ISHARES TR46429B68945,373$3.1M0.79%
43TESLA INCTSLA11,679$3.1M0.79%
44AEROJET ROCKETDYNE HLDGS INC00780010555,534$3.0M0.78%
45AMERIPRISE FINL INC03076C1068,826$2.9M0.75%
46ISHARES TR4642872006,364$2.8M0.73%
47META PLATFORMS INCMETA9,724$2.8M0.72%
48CHEVRON CORP NEWCVX17,708$2.8M0.72%
49AES CORPAES133,513$2.8M0.71%
50GRAINGER W W INC3848021043,500$2.8M0.71%
51ELEVANCE HEALTH INCELV6,123$2.7M0.70%
52TJX COS INC NEW87254010931,155$2.6M0.68%
53ISHARES TR46428868779,513$2.5M0.63%
54UNITEDHEALTH GROUP INCUNH5,055$2.4M0.62%
55REGENERON PHARMACEUTICALSREGN3,331$2.4M0.61%
56TARGET CORPTGT16,737$2.2M0.57%
57VIASAT INCVSAT53,126$2.2M0.56%
58INTUITIVE SURGICAL INCISRG6,253$2.1M0.55%
59LOWES COS INC5486611079,454$2.1M0.55%
60EVOLENT HEALTH INCEVH67,054$2.0M0.52%
61SHIFT4 PMTS INC82452J10929,671$2.0M0.52%
62DXC TECHNOLOGY CODXC74,802$2.0M0.51%
63WALMART INCWMT12,635$2.0M0.51%
64CARRIER GLOBAL CORPORATIONCARR39,452$2.0M0.50%
65ILLINOIS TOOL WKS INC4523081097,580$1.9M0.49%
66AZENTA INCAZTA39,535$1.8M0.47%
67VITAL ENERGY INC51680620540,556$1.8M0.47%
68ABBVIE INCABBV13,579$1.8M0.47%
69BOSTON SCIENTIFIC CORPBSX32,857$1.8M0.46%
70ENVESTNET INC29404K10629,581$1.8M0.45%
71ISHARES TR4642876896,799$1.7M0.44%
72GENERAC HLDGS INCGNRC11,054$1.6M0.42%
73JOHNSON & JOHNSONJNJ9,858$1.6M0.42%
74TELEPHONE & DATA SYS INCTDS-PV198,062$1.6M0.42%
75CITIGROUP INCC-PR34,773$1.6M0.41%
76CAPITAL ONE FINL CORP14040H10514,400$1.6M0.40%
77LUMENTUM HLDGS INCLITE25,682$1.5M0.37%
78CRISPR THERAPEUTICS AGCRSP25,772$1.4M0.37%
79SALESFORCE INCCRM6,846$1.4M0.37%
80AMERICAN CENTY ETF TR02507260426,044$1.4M0.36%
81MASTEC INCMTZ11,683$1.4M0.35%
82INNOVATIVE INDL PPTYS INCINHD18,678$1.4M0.35%
83DUTCH BROS INCBROS47,405$1.3M0.35%
84DRAFTKINGS INC NEWDKNG49,935$1.3M0.34%
85REPLIGEN CORPRGEN9,301$1.3M0.34%
86L3HARRIS TECHNOLOGIES INCLHX6,370$1.2M0.32%
87MAXLINEAR INCMXL39,001$1.2M0.32%
88INVESCO EXCH TRD SLF IDX FDIVZ51,601$1.2M0.31%
89BANK AMERICA CORP06050510441,680$1.2M0.31%
90PURE STORAGE INC74624M10231,700$1.2M0.30%
91MP MATERIALS CORPMP49,079$1.1M0.29%
92GUARDANT HEALTH INCGH31,350$1.1M0.29%
93MERCADOLIBRE INCMELI943$1.1M0.29%
94DEERE & CODE2,518$1.0M0.26%
95OTIS WORLDWIDE CORPOTIS11,129$990,5930.25%
96INVESCO EXCH TRD SLF IDX FDIVZ45,742$968,3590.25%
97FORTIVE CORPFTV12,206$912,6430.23%
98ISHARES TR46435G4259,120$888,8360.23%
99CONCENTRIX CORPCNXC10,958$884,8590.23%
100SPDR S&P 500 ETF TRSPY1,893$839,1300.22%
101STARBUCKS CORPSBUX8,426$834,6800.21%
102VANGUARD INDEX FDS9229083631,995$812,5240.21%
103SCHWAB STRATEGIC TR80852488823,216$784,0050.20%
104AUTOMATIC DATA PROCESSING INADP3,500$769,2650.20%
105INVESCO QQQ TRIVZ1,915$707,4400.18%
106ILLUMINA INCILMN3,446$646,0910.17%
107SCHWAB STRATEGIC TR8085244098,316$557,9210.14%
108INVESCO EXCH TRADED FD TR IIIVZ26,236$552,0060.14%
109DOCUSIGN INCDOCU10,499$536,3940.14%
110IRHYTHM TECHNOLOGIES INCIRTC5,000$521,6000.13%
111PAYPAL HLDGS INCPYPL7,769$518,4260.13%
112ISHARES TR4642886614,410$508,2970.13%
113FEDERATED HERMES INCFHI13,840$496,1640.13%
114HOME DEPOT INCHD1,593$494,8500.13%
115COCA COLA COKO7,900$475,7380.12%
116ISHARES TR4642885884,620$430,8850.11%
117ISHARES TR4642875071,647$430,6580.11%
118ISHARES TR4642871504,317$422,3760.11%
119ISHARES TR4642874575,160$418,3730.11%
120GREAT LAKES DREDGE & DOCK COGLDD48,864$398,7310.10%
121OREILLY AUTOMOTIVE INC67103H107400$382,1200.10%
122APELLIS PHARMACEUTICALS INCAPLS4,150$378,0650.10%
123BRISTOL-MYERS SQUIBB COCELG-RI5,782$369,7590.09%
124INTERNATIONAL BUSINESS MACHSINTR2,724$364,4990.09%
125PEPSICO INCPEP1,811$335,4340.09%
126SMITH & WESSON BRANDS INCSWBI25,000$326,0000.08%
127SCHWAB STRATEGIC TR8085248625,981$287,4550.07%
128TEXAS INSTRS INC8825081041,496$269,3100.07%
129ABBOTT LABSABLZF2,402$261,8670.07%
130ISHARES TR464287614910$250,4140.06%
131INVESCO EXCHANGE TRADED FD TIVZ3,985$204,0710.05%
132LINCOLN ELEC HLDGS INC5339001061,025$203,5960.05%
133NEW YORK CMNTY BANCORP INC64944510316,300$183,2120.05%
134AIR PRODS & CHEMS INCAIIR595$178,2210.05%
135DYCOM INDS INC2674751011,567$178,0900.05%
136FEDEX CORPFDX671$166,3410.04%
137MEDTRONIC PLCMDT1,835$161,6640.04%
138PFIZER INCPFE4,222$154,8630.04%
139MORGAN STANLEYMS-PQ1,804$154,0620.04%
140EVERGY INCEVRG2,509$146,5760.04%
141COSTCO WHSL CORP NEW22160K105272$146,4400.04%
142CAMPBELL SOUP COCPB3,200$146,2720.04%
143COMCAST CORP NEWCCZ3,350$139,1930.04%
144ARCHER DANIELS MIDLAND COADM1,821$137,5950.04%
145CENTENE CORP DELCNC2,012$135,7100.03%
146MASTERCARD INCORPORATEDMA336$132,1490.03%
147VANGUARD MUN BD FDS9229077462,600$130,5720.03%
148HELEN OF TROY LTDHELE1,201$129,7330.03%
149BROADCOM INCAVGO144$124,9100.03%
150ADOBE SYSTEMS INCORPORATEDADBE253$123,7150.03%
151SMUCKER J M CO832696405706$104,2560.03%
152ALPHABET INCGOOG840$100,5480.03%
153BANK AMERICA CORP06050568285$99,6050.03%
154BOEING COBA-PA467$98,6120.03%
155GLOBAL PMTS INC37940X1021,000$98,5200.03%
156WELLS FARGO CO NEW94974680485$97,9200.03%
157EXPEDIA GROUP INCEXPE874$95,6070.02%
158CARDINAL HEALTH INCCAH946$89,4640.02%
159WATSCO INCWSO-B225$85,8310.02%
160COLGATE PALMOLIVE COCL1,110$85,5150.02%
161ISHARES TR46432F8421,231$83,0930.02%
162MICRON TECHNOLOGY INCMU1,267$79,9610.02%
163TRAVELERS COMPANIES INC894190107451$78,3210.02%
164INVESCO EXCHANGE TRADED FD TIVZ4,000$76,8800.02%
165ISHARES TR464288414705$75,2450.02%
166EQUITY BANCSHARES INCEQBK3,220$73,3520.02%
167TEKLA HEALTHCARE INVSHQH3,900$66,4950.02%
168LYONDELLBASELL INDUSTRIES NLYB724$66,4850.02%
169MCDONALDS CORPMCD213$63,5620.02%
170DISNEY WALT CO254687106693$61,8720.02%
171TRUIST FINL CORP89832Q1091,961$59,5170.02%
172ALPHABET INCGOOG482$58,3080.01%
173WISDOMTREE TRWT1,000$55,8420.01%
174HONEYWELL INTL INC438516106268$55,6100.01%
175HEARTLAND FINL USA INC42234Q1021,962$54,6810.01%
176AMERICAN OUTDOOR BRANDS INCAOUT6,250$54,2500.01%
177SPDR SER TR78464A359760$53,1620.01%
178EATON CORP PLCETN257$51,6830.01%
179ORACLE CORPORCL-PD428$50,9710.01%
180ONEOK INC NEWOKE814$50,2410.01%
181FIRST TR EXCH TRD ALPHDX FD33737J1171,403$48,2920.01%
182AMGEN INCAMGN210$46,6250.01%
183SPDR SER TR78464A2841,850$46,2690.01%
184IVERIC BIO INC46583P1021,095$43,0780.01%
185CHIPOTLE MEXICAN GRILL INCCMG20$42,7800.01%
186FORD MTR CO DEL3453708602,800$42,3640.01%
187CONOCOPHILLIPSCOP397$41,1340.01%
188GENERAL ELECTRIC CO369604301367$40,3150.01%
189EXXON MOBIL CORPXOM369$39,5760.01%
190BROADRIDGE FINL SOLUTIONS IN11133T103237$39,2550.01%
191MORNINGSTAR INCMORN200$39,2140.01%
192MARTIN MARIETTA MATLS INC57328410684$38,7820.01%
193WESTROCK COWEST1,311$38,1110.01%
194PORTLAND GEN ELEC CO736508847786$36,9960.01%
195UNION PAC CORPUNP180$36,8320.01%
196NORTHROP GRUMMAN CORPNOC80$36,4640.01%
197RAYTHEON TECHNOLOGIES CORPRTX367$35,9520.01%
198CATERPILLAR INCCAT145$35,6780.01%
199ISHARES TR46429B663330$33,2610.01%
200INVESCO EXCH TRADED FD TR IIIVZ800$33,0800.01%
201DIAMONDBACK ENERGY INCFANG250$32,8400.01%
202INVESCO CURRENCYSHARES BRIT46138M109257$31,4140.01%
203HERSHEY COHSY125$31,2130.01%
204AMERICAN ELEC PWR CO INC025537101368$30,9860.01%
205ENERGY TRANSFER L PET-PI2,400$30,4800.01%
206HESS CORPHESM224$30,4530.01%
207SCHWAB STRATEGIC TR808524870570$29,8860.01%
208LIBERTY GLOBAL PLCLBTYK1,670$29,6760.01%
209WELLS FARGO CO NEW949746101693$29,5780.01%
210NUTRIEN LTDNTR472$27,8720.01%
211CHUBB LIMITEDCB139$26,7660.01%
212UNITED PARCEL SERVICE INCUPS142$25,4540.01%
213FIFTH THIRD BANCORPFITBM960$25,1620.01%
214NIKE INCNKE215$23,7300.01%
215ISHARES TR464287804232$23,1220.01%
216SCHWAB CHARLES CORPSCHW-PJ400$22,6720.01%
217VOC ENERGY TRVOC2,800$22,0920.01%
218AIRBNB INCABNB171$21,9160.01%
219UNITED NAT FOODS INCUNTCW1,092$21,3490.01%
220COMMERCE BANCSHARES INCCBSH418$20,3570.01%
221ECOLAB INCECL109$20,3500.01%
222NEWMONT CORPNEMCL468$19,9650.01%
223IDEX CORP45167R10488$18,9430.00%
224LOCKHEED MARTIN CORPLMT40$18,4160.00%
225POOL CORPPOOL49$18,3580.00%
226SKYWORKS SOLUTIONS INCSWKS165$18,2640.00%
227FS KKR CAP CORPFSK950$18,2210.00%
228CONSTELLATION BRANDS INCSTZ74$18,2140.00%
229GE HEALTHCARE TECHNOLOGIES IGEHC222$18,0360.00%
230ALBEMARLE CORPALB-PA80$17,8480.00%
231NXP SEMICONDUCTORS N VNXPI86$17,6030.00%
232HANESBRANDS INC4103451023,752$17,0350.00%
233SPDR GOLD TRGLD94$16,7580.00%
234SELECT SECTOR SPDR TR81369Y506200$16,2340.00%
235TRIPADVISOR INCTRIP838$13,8190.00%
236JOHNSON CTLS INTL PLCG51502105200$13,6280.00%
237SONY GROUP CORPORATIONSNEJF149$13,4160.00%
238ACCENTURE PLC IRELANDACN43$13,2690.00%
239UBER TECHNOLOGIES INCUBER300$12,9510.00%
240INGEVITY CORPNGVT218$12,6790.00%
241LOEWS CORPL212$12,5890.00%
242WELLTOWER INCWELL155$12,5380.00%
243SPDR INDEX SHS FDS78463X863500$12,3850.00%
244SCHWAB STRATEGIC TR808524706489$12,0450.00%
245CARPENTER TECHNOLOGY CORPCRS196$11,0020.00%
246MAGELLAN MIDSTREAM PRTNRS LP559080106173$10,7820.00%
247TYSON FOODS INCTSN210$10,7190.00%
248S&P GLOBAL INCSPGI26$10,4240.00%
249LABORATORY CORP AMER HLDGS50540R40943$10,3780.00%
250ICON PLCICLR39$9,7580.00%
251IDEXX LABS INC45168D10419$9,5430.00%
252PROGRESSIVE CORP74331510371$9,3990.00%
253CAPITOL FED FINL INC14057J1011,358$8,3790.00%
254NETFLIX INCNFLX19$8,3700.00%
255COASTAL FINL CORP WA19046P209207$7,7940.00%
256CVS HEALTH CORPCVS111$7,6740.00%
257ISHARES TR46428816663$6,7390.00%
258VERIZON COMMUNICATIONS INCVZ166$6,1740.00%
259SYNOPSYS INCSNPS13$5,6610.00%
260BOOKING HOLDINGS INCBKNG2$5,4010.00%
261ENBRIDGE INCENNPF142$5,2760.00%
262VIRTU FINL INC928254101306$5,2300.00%
2633M COMMM50$5,0050.00%
264BUTTERFLY NETWORK INCBFLY2,000$4,6000.00%
265GSK PLCGLAXF124$4,4420.00%
266NOVOCURE LTDNVCR100$4,1500.00%
267LUMEN TECHNOLOGIES INCLUMN1,791$4,0480.00%
268EDWARDS LIFESCIENCES CORPEW42$3,9620.00%
269TAKEDA PHARMACEUTICAL CO LTDTKPHF251$3,9440.00%
270WILLIAMS COS INC969457100114$3,7150.00%
271BARRICK GOLD CORP067901108200$3,3860.00%
272KRANESHARES TR500767827100$3,1210.00%
273AT&T INCT-PC194$3,0950.00%
274GENERAL MTRS CO37045V10076$2,9210.00%
275FIDELITY NATL INFORMATION SV31620M10641$2,2430.00%
276LENDINGTREE INC NEWTREE85$1,8800.00%
277COINBASE GLOBAL INCCOIN24$1,7180.00%
278SPDR SER TR78468R68950$1,6720.00%
279ISHARES TR46428827326$1,5340.00%
280HALEON PLCHLNCF156$1,3080.00%
281WARNER BROS DISCOVERY INCWBD96$1,2040.00%
282ISHARES TR4642886798$8840.00%
283ALIBABA GROUP HLDG LTDBBAAY10$8340.00%
284ISHARES TR4642871767$7540.00%
285VIATRIS INCVTRS53$5290.00%
286ISHARES TR46429B6552$1020.00%
287GARRETT MOTION INCGTX13$990.00%
288ISHARES TR46435U1501$240.00%
289SIREN ETF TR8296582020$10.00%
290MARVELL TECHNOLOGY INCMRVL0$10.00%